Business Finance Dashboard | Excel Financial Tracker for Small Businesses
Business Finance Dashboard | Excel Financial Tracker for Small Businesses
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YOUR BUSINESS FINANCES, ONE CLEAR VIEW
Income in one place, expenses somewhere else, unpaid invoices in your email, and your budget living in your head—it becomes difficult to understand how your business is actually performing.
The RIALDEN Business Finance Dashboard brings your essential financial records together in one organized Excel workbook. Record transactions, monitor unpaid invoices, compare budgets with actual spending, review monthly profitability, and see your most important financial metrics in a clear dashboard.
EXCEL WORKBOOK • 10 MAIN WORKING SHEETS • QUICK START GUIDE • INSTANT DOWNLOAD
WHAT THIS DASHBOARD HELPS YOU DO
• Record income and payment information
• Track business expenses by category
• Calculate the business portion of mixed-use expenses
• Monitor invoice amounts, payments, balances and due dates
• Identify overdue invoice balances automatically
• Review monthly cash inflows and outflows
• Compare monthly budgets with actual expenses
• Track revenue, operating expenses, profit and profit margin
• Review annual financial performance
• See essential financial-health indicators in one dashboard
WHAT’S INSIDE THE WORKBOOK
01 — START HERE
Built-in instructions explain where to enter information, which cells are editable, and which calculations should remain untouched.
02 — SETUP
Enter your business name, reporting year, opening cash balance, monthly revenue goal, monthly expense budget, target profit margin and planning tax-reserve percentage.
03 — INCOME TRACKER
Record revenue transactions, customers, income sources, descriptions, invoice numbers, amounts, payment methods and payment status.
04 — EXPENSE TRACKER
Organize expenses by vendor and category while tracking payment methods, recurring expenses and business-use percentages. Business Amount and Month fields calculate automatically.
05 — INVOICE TRACKER
Track invoice numbers, clients, issue dates, due dates, invoice amounts, payments and status. Outstanding balances and days overdue calculate automatically from the information entered.
06 — CASH FLOW
Review monthly opening cash, cash received, cash paid, net cash flow and calculated closing cash.
07 — BUDGET VS. ACTUAL
Set monthly budgets across the included expense categories and compare planned spending with actual business expenses.
08 — MONTHLY PROFIT & LOSS
Review monthly and annual revenue, operating expenses, operating profit, profit margin, planning tax reserve and profit after reserve.
09 — ANNUAL SUMMARY
Compare all 12 months of the selected reporting year and review average monthly revenue, average monthly expenses, best revenue month, best profit month and annual profit margin.
10 — BUSINESS FINANCE DASHBOARD
See your primary business metrics in one place:
• Revenue
• Expenses
• Net profit
• Profit margin
• Ending cash
• Outstanding invoices
• Profitability status
• Cash-flow status
• Budget status
• Invoice status
The dashboard also includes visual summaries for monthly financial trends, expenses by category and revenue by source.
A supporting Lists sheet powers the workbook’s dropdown menus and standardized categories.
WHAT YOU’LL RECEIVE
• 1 Business Finance Dashboard in Microsoft Excel format (.xlsx)
• 1 three-page Quick Start Guide in PDF format
• Instant digital access after purchase
• A clean, reusable workbook ready for your business information
HOW TO USE IT
- Download and save your files.
- Keep the original workbook as a clean master copy.
- Open a duplicate in a current desktop version of Microsoft Excel.
- Complete the SETUP sheet.
- Add your income, expenses and invoice information.
- Enter monthly category budgets.
- Review your Cash Flow, Monthly P&L, Annual Summary and Dashboard regularly.
PERFECT FOR
• Small business owners
• Freelancers
• Consultants
• Coaches
• Service providers
• Digital product sellers
• Content creators
• Solopreneurs
• Online business owners
COMPATIBILITY
This workbook is designed for a current desktop version of Microsoft Excel. Using Google Sheets, Apple Numbers, older spreadsheet programs or mobile spreadsheet applications may change the formulas, dropdowns, charts or formatting.
The workbook is supplied with dollar ($) currency formatting.
PLEASE NOTE
This is a digital product. No physical item will be shipped.
The RIALDEN Business Finance Dashboard is an organizational and business-planning tool. It is not accounting software and does not replace bookkeeping, accounting, tax, legal, investment or financial advice.
Results depend on the accuracy and completeness of the information entered. Important figures should be reconciled with your official records and reviewed with an appropriately qualified professional when necessary.
LICENSE
This purchase is for use by the original purchaser within their own business. You may create working copies for your own records.
You may not resell, redistribute, share, sublicense, reproduce or commercially distribute the workbook, formulas, layouts, guide or other included materials.